See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 36-2510895 4600 46TH AVE · ROCK ISLAND, IL 61201 | Contract Administrator | $281,609 |
Filed as: BAUM & SIGMAN Service code 29 · EIN 36-2744057 200 W ADAMS ST, SUITE 2200 · CHICAGO, IL 60606 | Legal | $9,861 |
INVESTMENT CONSULTING GROUP1+ years Service code 27 · EIN 42-1358707 5117 JERSEY RIDGE RD · DAVENPORT, IA 52807 | Advisory (Plan) | $5,017 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,016 | $57,921+8.8% | $84,750-25.6% | $57,658+9.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 8.71% | 10.24%-1.5pp | 22.78%-14.1pp | 5.13%+3.6pp |
| Employer contribution / active EE | $0 | $2,598-100.0% | $3,574-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,480 | $2,742+26.9% | $3,712-6.3% | $3,061+13.7% |
| Admin fee / account holder | $566 | $130+336.4% | $5,332-89.4% | $95+498.7% |